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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,529 | $103,387+93.0% | $87,102+129.1% | $152,885+30.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 21.80% | 28.10%-6.3pp | 28.19%-6.4pp | 345.39%-323.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $13,405 | $4,778+180.6% | $4,048+231.1% | $5,851+129.1% |
| Admin fee / account holder | $1,075 | $12,193-91.2% | $7,491-85.7% | $11,598-90.7% |